Purchases and Sales Made in Q4 2022 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-27- 0.83% |
$2.41K - $2.76K
|
3.21K
$381K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-28- 0.25% |
$2.49K - $2.86K
|
11.2K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-28- 0.09% |
$2.49K - $2.86K
|
30.5K
$3.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-29- 5.11% |
$2.58K - $2.96K
|
539
$63.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-29- 0.67% |
$2.58K - $2.96K
|
4.3K
$509K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-29- 0.31% |
$2.58K - $2.96K
|
9.25K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-30- 2.31% |
$2.67K - $3.06K
|
1.27K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-32- 1.32% |
$2.85K - $3.27K
|
2.4K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-34- 1.09% |
$3.03K - $3.47K
|
3.09K
$365K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-37- 2.59% |
$3.3K - $3.78K
|
1.39K
$165K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 13.84% |
$3.56K - $4.09K
|
249
$29.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-42- 0.72% |
$3.74K - $4.29K
|
5.8K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-42- 1.07% |
$3.74K - $4.29K
|
3.87K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-43- 1.48% |
$3.83K - $4.39K
|
2.86K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-43- 0.18% |
$3.83K - $4.39K
|
23.3K
$2.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-46- 0.39% |
$4.1K - $4.7K
|
11.7K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-46- 0.56% |
$4.1K - $4.7K
|
8.18K
$969K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-48- 1.91% |
$4.28K - $4.9K
|
2.46K
$291K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.26% |
$4.45K - $5.11K
|
19.4K
$2.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 0.18% |
$4.45K - $5.11K
|
27.9K
$3.31M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-50- 0.44% |
$4.45K - $5.11K
|
11.3K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-51- 0.21% |
$4.54K - $5.21K
|
23.8K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-51- 1.46% |
$4.54K - $5.21K
|
3.45K
$408K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-53- 1.71% |
$4.72K - $5.41K
|
3.05K
$361K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-53- 0.94% |
$4.72K - $5.41K
|
5.58K
$660K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-53- 0.06% |
$4.72K - $5.41K
|
93K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-54- 0.75% |
$4.81K - $5.52K
|
7.11K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.14% |
$4.81K - $5.52K
|
4.69K
$556K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-57- 1.12% |
$5.08K - $5.82K
|
5.04K
$596K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-58- 0.65% |
$5.17K - $5.92K
|
8.88K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-59- 0.3% |
$5.26K - $6.03K
|
19.5K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-59- 0.73% |
$5.26K - $6.03K
|
8.01K
$948K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-62- 0.35% |
$5.52K - $6.33K
|
17.6K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.63% |
$5.7K - $6.54K
|
10.1K
$1.2M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-66- 6.5% |
$5.88K - $6.74K
|
949
$112K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-67- 0.12% |
$5.97K - $6.84K
|
53.7K
$6.36M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-67- 1.35% |
$5.97K - $6.84K
|
4.88K
$578K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-68- 0.16% |
$6.06K - $6.94K
|
43.2K
$5.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-69- 1.98% |
$6.15K - $7.05K
|
3.42K
$404K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-72- 0.99% |
$6.41K - $7.35K
|
7.23K
$856K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-72- 0.06% |
$6.41K - $7.35K
|
116K
$13.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-75- 1.69% |
$6.68K - $7.66K
|
4.37K
$518K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-75- 3.16% |
$6.68K - $7.66K
|
2.3K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-75- 1.64% |
$6.68K - $7.66K
|
4.5K
$533K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-78- 1.77% |
$6.95K - $7.97K
|
4.33K
$513K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-79- 3.3% |
$7.04K - $8.07K
|
2.32K
$274K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-79- 1.82% |
$7.04K - $8.07K
|
4.25K
$503K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-80- 3.68% |
$7.13K - $8.17K
|
2.1K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-80- 1.46% |
$7.13K - $8.17K
|
5.41K
$641K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-81- 6.47% |
$7.22K - $8.27K
|
1.17K
$139K
|